us.jpg fr.jpg

info@bourbonfm.com
(+1) 312 909 6539

facebook.png linkedin.png 01113281ebb7dfb57a8dc2a02eb1cb92.png_srz_26_26_85_22_0.50_1.20_0.00_png_srz.png e83942d98df1989e10269ad67034ea34.png_srz_26_26_85_22_0.50_1.20_0.00_png_srz.png    

Home > Blog

Blog

us.jpg   fr.jpg

MSCI EAFE growth – value (1 year) since June 2004

Submitted by Your Personal CFO - Bourbon Financial Management on September 10th, 2023

image018.png

Annualized rolling ten year relative total return of growth vs. value since 1988

Submitted by Your Personal CFO - Bourbon Financial Management on September 10th, 2023

image017.png

Percent of S&P 500 members outperforming the S&P 500 index (trailing 3 months) since 1993

Submitted by Your Personal CFO - Bourbon Financial Management on September 10th, 2023

image016.png

Some notable asset bubbles over the last 40 years

Submitted by Your Personal CFO - Bourbon Financial Management on September 10th, 2023

image015.png

Total return components of the Bloomberg U.S. aggregate index (%)

Submitted by Your Personal CFO - Bourbon Financial Management on September 10th, 2023

image014.png

More duration does not always mean more risk

Submitted by Your Personal CFO - Bourbon Financial Management on September 10th, 2023

image013.png

S&P 500: cheap or expensive?

Submitted by Your Personal CFO - Bourbon Financial Management on September 10th, 2023

image012.png

Top-Half funds in years 1-5 did not repeat in years 6-10

Submitted by Your Personal CFO - Bourbon Financial Management on September 10th, 2023

image011.png

The cost of timing the market: value of $10,000 invested in the S&P 500 Jan 2003-Dec 2022

Submitted by Your Personal CFO - Bourbon Financial Management on September 10th, 2023

image010.png

Cash and bond Performance (%) one year after the end of the past six hiking cycles

Submitted by Your Personal CFO - Bourbon Financial Management on September 10th, 2023

image009.png

Syndicate content